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Feature Use Case

Using ai agents to improve onboarding setup

Using ai agents to improve onboarding setup — answered from your own docs. How Antivirus Software Support teams use Chatref (ai agents, ai agents) to solve it.

Chatref Team4 min read / Updated June 25, 2026

Antivirus customers churn when they can't get protection running. An AI agent trained on your installation guides and setup docs answers configuration questions in seconds, walking users through first scans, exclusions, and licensing steps so they reach "protected" status without waiting for a human.

The use case

Antivirus software sits at a tense intersection: it must be installed perfectly the first time, yet it interacts with every corner of a system. New users hit the same five or six friction points during setup - conflicting security software, firewall permissions, license activation failures, and scan configuration. When they open a ticket instead of getting an immediate answer, the software isn't protecting anything. That gap erodes trust right when it's most fragile. For support teams in Antivirus Software Support, onboarding volume can spike unpredictably after OS updates or breach news makes security top of mind again.

An AI agent changes the pattern. It sits on your help site, in your app, or inside your product dashboard, answering setup questions from your own documentation. Customers paste an error code, describe a failed installation wizard, or ask where to whitelist a directory, and the agent responds with the exact next step - drawn from your knowledge base, not a broad internet search. The common installation friction that normally fills your queue gets resolved before a ticket is ever created. The result: shorter onboarding paths, fewer escalations to L2, and a protection gap that closes in minutes instead of hours.

How it works

You upload the content your support team already uses - installation guides, configuration walkthroughs, system requirement docs, and FAQ pages. The agent learns this material and answers only from it. When a user asks how to resolve a specific setup error, the agent retrieves the relevant section of your documentation and responds in your brand voice. It doesn't guess. It doesn't pull from public forums. It stays grounded in the procedures you've validated.

During onboarding, the agent fields the routine configuration obstacles that consume human attention: license key activation, real-time protection toggle locations, scan scheduling basics, and exclusion list formatting. When a conversation requires human judgment - a suspected false positive, a failed remediation, or an enterprise deployment decision - the agent hands off the full chat thread to your team with complete context. No user has to repeat themselves. The support inbox only receives conversations that genuinely need a person.

The loop closes with what the system learns from conversations. The agent surfaces which setup topics generate the most questions, so you see exactly where your documentation is weak or your installation flow is confusing. That insight feeds back into your own knowledge base, tightening onboarding with each cycle.

Set it up

Start with your highest-repeat setup friction in antivirus software support. Identify the three or four documents that cover your most common onboarding obstacles. For most teams, this means:

  1. Stage the content - Upload your installation guide, system requirements, firewall and exclusion configuration docs, and license activation walkthrough. The agent needs the material that answers the questions that currently stall setup. PDFs, help-center URLs, and plain text all work.

  2. Test the coverage - Run through the questions your support team saw last week. Ask the agent the exact phrases customers use: "setup failed at 97%," "real-time protection won't turn on," "license says already in use." Check that answers are correct and point to the actual resolution step.

  3. Place it where users get stuck - Deploy the agent on your installation guide pages, your contact-support page, and inside your product during the activation flow. Meet users at their point of friction. The embeddable agent loads from a single snippet you drop into any page.

  4. Let the handoff path breathe - Configure your human escalation path so install-failure conversations route to the right team. When an agent can't resolve a setup step, the conversation should arrive in a shared inbox with the full thread visible, not as a disconnected ticket.

The whole setup typically takes a single session. There's no model training, no prompt engineering. You're pointing the agent at documents you already maintain.

Get more from it

Treat the agent's usage patterns as a feedback loop for your onboarding experience. Review which antivirus software support insights surface most frequently. When you see a cluster of users asking variations of "how to schedule a boot-time scan" or "Windows Defender conflict error," those aren't just support topics - they're signals that your installation flow or initial UI isn't making the path clear enough.

Use those signals actively. Update the source documentation to cover the gap, and the agent's answers improve immediately. Some teams go further and adjust their in-product onboarding based on what the agent reveals: adding a tooltip at the exact step where customers keep opening chats, or pre-filling the exclusion list helper with the most common directories the agent is frequently asked about.

The multiplier is coverage. Once your agent handles English-language setup questions reliably, your same documentation powers support across additional languages. A Spanish-speaking user following your installation guide gets answers in Spanish, without a translated knowledge base or a multilingual support hire. The agent scales the onboarding experience without scaling the team - a meaningful advantage when security software adoption spikes.

Put this into practice

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